Client Relationship Manager

Jobtailor; San Diego (CA); On-site; USD 65,000 - 80,000; Full time

Job summary

Jobtailor in San Diego, CA, is seeking a client onboarding specialist to manage new client accounts from documents collection to setup. You will meet with clients in person or on calls to gather information and coordinate with custodian partners.

You will ensure accurate alternative investment paperwork, respond to client requests, maintain records, and prepare materials for meetings. You will work closely with internal teams, comply with policies, and share best practices.

Qualifications

• Bachelor’s degree required.
• Minimum 1 year of client support experience.
• RIA/financial services experience preferred.
• Series 65 or 66 required, or to be attained.
• Strong attention to detail.
• Excellent interpersonal and client service skills.
• Superior verbal and written communication.
• Proficiency with Excel, Word, Outlook, Salesforce and PowerPoint.

Responsibilities

• Onboard new client accounts and gather required documents.
• Coordinate with custodian partners and internal departments.
• Assist with preparation of alternative investment paperwork accurately.
• Provide exceptional client service for requests, inquiries, and transfers.
• Maintain detailed client records in CRM systems.
• Prepare reports and meeting materials for client discussions.
• Adhere to firm policies and control procedures.
• Collaborate with peers to share best practices.

Skills

Attention to detail

Interpersonal skills

Verbal communication

Written communication

Organizational skills

Team player

Client service

Multi-tasking

Work under pressure

Education

Bachelor’s degree

Tools

Excel

Word

Outlook

Salesforce

PowerPoint

Job description

Responsibilities

• Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients
• Liaise with custodian partners and internal departments
• Assist with the preparation of alternative investment paperwork with high level of accuracy
• Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests
• Maintain detailed client records across firm relationship management systems
• Support the team’s overall strategy by preparing reports, marketing and other materials for client meetings
• Adhere to firm’s control policies and procedures
• Regularly seek opportunities to engage with peers to collaborate on best practices

Requirements

• Bachelor’s degree
• Minimum of 1 year of professional experience in a client support service role
• experience coming from an RIA firm or financial services related industry or relevant intern experience
• Series 65 or 66 required, or must be attained within timeframe determined by manager
• Strong attention to detail
• Exceptional interpersonal and client service skills
• Superior verbal and written communication skills
• Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items
• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel
• Ability to adapt to a rapidly changing and fast paced business environment
• Proven ability to operate effectively and work under pressure with tight deadlines
• Team player and a desire to collaborate with others.